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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
WWM
5201
WJ Wealth Management
Arizona
$150M +$118M +366% 0.18% 90.6% 57 31.58%
IACCGIA
5202
IDG-Accel China Capital GP II Associates
Hong Kong
$150M -$28.5M -16% 15.8% 2 0%
CCIA
5203
Cherry Creek Investment Advisors
Colorado
$150M -$1.99M -1% 0.13% 140% 121 15.7%
MA
5204
Mosaic Advisors
Texas
$150M -$3.18M -2% 0.85% 50.9% 46 28.26%
AWM
5205
Activest Wealth Management
Florida
$150M +$17.1M +13% 0.94% 105% 417 27.58%
HFS
5206
HBC Financial Services
Washington
$150M +$2.06M +1% 0.67% 12.6% 203 11.82%
SIS
5207
SVB Investment Services
Utah
$150M +$24K +0% 1.02% 38 5.26%
BRC
5208
BHF RG Capital
Arizona
$150M +$3.05M +2% 0.65% 33 30.3%
OCP
5209
OCO Capital Partners
New York
$150M +$6.14M +4% 8.35% 679% 3 0%
FA
5210
Financial Avengers
California
$150M +$1.94M +1% 0.22% 108% 161 3.73%
QT
5211
Quantamental Technologies
New York
$150M +$36.5M +32% 3.11% 24.2% 425 78.59%
TFA
5212
Trinity Financial Advisors
Ohio
$149M +$6.69M +5% 1.38% 69.5% 55 9.09%
Vanguard Capital Wealth Advisors
5213
Vanguard Capital Wealth Advisors
Colorado
$149M +$17.4M +13% 0.81% 225% 183 32.79%
LAI
5214
Legal Advantage Investments
California
$149M +$3.06M +2% 0.93% 105% 82 10.98%
MFP
5215
Meridian Financial Partners
Virginia
$149M +$2.6M +2% 0.73% 73.1% 82 9.76%
FNBOSM
5216
First National Bank of South Miami
Florida
$149M +$2.36M +2% 0.73% 35.2% 344 4.65%
BDS
5217
Banco de Sabadell
Florida
$149M -$1.41M -0.9% 1.54% 75.1% 129 32.56%
CSA
5218
Cottage Street Advisors
Massachusetts
$149M -$19.7M -12% 0.57% 91.4% 106 20.75%
EGVF
5219
ESA Global Value Fund
Cayman Islands
$149M +$260K +0.2% 0.59% 5 0%
MSDF
5220
Michael & Susan Dell Foundation
New York
$149M -$34.1M -19% 9.53% 238% 3 0%
CCM
5221
Cox Capital Management
Massachusetts
$148M -$715K -0.5% 2.54% 95.3% 81 7.41%
CFA
5222
Camarda Financial Advisors
Florida
$148M -$13.4M -8% 2.21% 196% 120 67.5%
MWA
5223
Motive Wealth Advisors
Michigan
$148M +$8.3M +6% 0.46% 66% 78 7.69%
IDBONY
5224
Israel Discount Bank of New York
New York
$148M 0.61% 37.3% 84
FWA
5225
FOCUS Wealth Advisors
Texas
$148M +$4.04M +3% 0.69% 63.8% 42 9.52%